Portfolio Health Assessment - (1st Aug 2022 - 5th Aug 2022)

Portfolio Links

Model 1 Performance     (To know more about it click here)

Model 3 Performance    (To know more about it click here)     

Nifty Future Long-Short Strategy Performance   (To know more about it click here)

Weekly Portfolio Performance Chart

Despite tensions between the US and China over Taiwan, the Nifty Index crossed the 17400 thresholds this week. This week, the RBI increased the interest rate by 50 basis points to 5.4 percent, which is similar to pre-pandemic levels. FII switched from being a seller to a buyer this fiscal year after selling a record amount.

This week, the Nifty index is up +1.39 percent.

The Nifty Index Movement for a week

Open - 17243.20
Low   - 17154.80
High  - 17490.70
Close - 17389.05

Model 1, Model 2 & Model 3

This week, Models 1, and 3 are up +0.88 percent, and +1.76 percent respectively.

Model 1 has underperformed the Index by -0.51 percent and Model 3 has underperformed the Index by -0.35 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +3.44 percent this week.

Next Week Update

The Nifty Long-Short Strategy's current position is Long.

Long-term Performance Summary

Monthly Performance Summary

*After brokerage and taxes, returns are determined at the actually performed deals.

In July 2022, Models 1, and 3 returned +6.20 percent, and +8.09 percent respectively, compared to the Nifty 50 Index's +8.73 percent return.

In July 2022, the Nifty Long-Short has gained some traction and is up +11.67 percent.

For the year 2021 (1st January 2021 - 31 December 2021), Model 1, 2, and Nifty Long-Short returned +86%, 33%, and 5.95%, respectively, compared to the Nifty 50 Index's return of +24%.

Year To Date - 2022

Models 1, and 3 returned -16.86 percent, and -4.69 percent respectively, compared to Nifty's +0.19 percent return for the year 2022.

The Nifty Long-Short year-to-date return (as of January 1, 2022) is now +28.30 percent, compared to the Index's +0.19 percent.

From July 12th, 2021, the Model 3 is up +15%, compared to 10% for the Nifty Midcap Index.

Summary since inception 

Since its debut, Model 1 has increased by 128 percent. The Nifty index has increased by 61 percent over the same time span.

Since its debut, the Nifty long-short strategy has returned 126 percent on capital and 233 percent on margin money.

Models 1 has been operational since July 13, 2020, whereas the Index Long-Short strategy has been operational since August 14, 2020. Model 3 has been operational since July 12, 2021.

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